How to ask questions, understand tool use indicators, approve actions, and manage conversations
Type naturally — the AI understands CRM context.
Type your message in the input area and press Enter to send. Use Shift+Enter for a newline without sending.
Messages have a 5,000-character limit. A counter appears when you approach the limit (above 4,000 characters) — it turns amber near the cap and red if you exceed it.
Image and file uploads are not currently supported. If you paste an image or drag a file into the input, a notice will suggest describing what you need in text instead.
Example questions:
The assistant is focused on CRM operations and sales strategy.
The AI assistant is designed to be a business advisor grounded in your CRM data. It will help with sales strategy, pipeline planning, email composition, and workflow optimization.
If you ask about topics outside its scope (code, medical advice, general trivia), it will redirect you back to CRM-related help. For competitor questions, it will only assist with migrating data from another CRM into Laureo.
The AI uses tools to read and modify your CRM data. Indicators show you what's happening.
When the AI needs to look up data or perform an action, you'll see an inline progress card in the conversation with a friendly description of what's happening:
Click on a completed card to expand it and see the data returned.
Write actions require your approval before executing (in Ask Before Edits mode).
In Ask Before Edits mode (the default), when the AI wants to create or modify a record, an approval card appears in the chat showing a preview of the proposed changes. The card includes a badge indicating the action type (CREATE, UPDATE, or ACTION).
For tasks and activities, the approval card is a typed card rendered inline after Laureo's explanation. It shows the title, a real date-and-time picker for the due date, an optional time, a notes field, and linked-record chips (the company or person it's attached to). Edit any field right in the card before approving — including picking a different due date from the calendar picker — then click Approve.
After approval, a result card shows whether the action succeeded, with a link to the created or modified record. For a created or updated task the link opens its detail panel on the Calendar; for a logged activity it opens the activity in the timeline.
In Auto Edits mode, all actions execute without confirmation. This mode must be enabled by your organization admin.
Laureo can create and update tasks, and put them on your connected calendar.
Laureo can create tasks, update existing ones, and optionally sync a task to your connected Google or Outlook calendar — all from chat.
When you ask Laureo about your schedule ("What's on my calendar this week?"), tasks you've synced to your calendar show up alongside your meetings and activities, sorted by date. Tasks you haven't synced stay out of that view.
Rate AI responses to help improve the assistant.
After each AI response, thumbs-up and thumbs-down icons appear below the message timestamp. Click one to send feedback on that response. Feedback is one-click and anonymous to the AI — it helps improve response quality over time.
Once you rate a message, the selected icon highlights (green for positive, red for negative) and cannot be changed.
Responses stream in real-time. You can stop generation at any time.
AI responses appear character by character as they're generated. A blinking cursor indicates the response is still streaming.
To stop a response mid-stream, click the stop button (red square icon that replaces the send button) or press Escape. The partial response is preserved.
Before answering a harder question, Laureo may take a moment to think. You'll see a pulsing Thinking… indicator, and after 3 seconds an elapsed timer appears. Once the answer is ready, a Show thinking · Ns disclosure lets you expand the reasoning Laureo went through; click Hide thinking to collapse it again.
Conversations are saved automatically and can be continued later.
Every conversation is automatically saved. In the panel, use the conversation dropdown at the top to switch between recent chats. In full-page mode, the sidebar lists all conversations grouped by date (Today, Yesterday, Past 7 Days, Past 30 Days, Older).
Conversation titles are auto-generated after your first exchange. You can also:
The sidebar loads conversations in pages. Click Load older conversations at the bottom to see more.
The assistant tracks conversation length and warns you when quality may degrade.
A context health indicator in the panel header shows how much of the AI's context window has been used. As conversations grow longer:
When the AI condenses earlier messages, a system notice appears with the number of messages summarized. You can expand it to see what the assistant remembers from the condensed portion.
Banners keep you informed about connectivity issues.
The chat input area shows status banners when there are connectivity issues:
Copy any message to your clipboard with one click.
Hover over any message to reveal a copy button. Click it to copy the message text to your clipboard. This works for both your messages and AI responses.